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DirectoryFinance & InsuranceExternal Asset ManagementZurichLotos Asset Management AG
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Lotos Asset Management AG

Summary

About the company

The core activity of Lotos Asset Management AG is wealth management, specifically: Asset Management: Managing assets by creating individual investment strategies tailored to the customer's risk profile. Asset Structuring: Structuring assets by creating customized portfolios that reflect the customer's specific goals. Wealth Planning: Planning and managing assets taking into account the customer's personal and family circumstances as well as their values. The company offers transparent and independent wealth management services and works closely with private banks to provide customers with the best possible investment opportunities.

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Products & services

Industry:External Asset Management
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Asset management
Management and ongoing development of portfolios, bespoke investment strategies according to the risk profile, continuous monitoring and selection of investment instruments using an open-architecture approach.
Wealth structuring
Structuring of assets according to individual circumstances and goals, advisory on portfolio matters, development of the investment strategy, support on legal and tax matters, and family governance structures.
Wealth planning
Comprehensive wealth planning taking into account family situation, place of residence, tax optimisation, provision and succession planning, as well as solutions with partners for foundations, art and philanthropy.

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Location

Fraumünsterstrasse 15
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-288.210.589
Founded
2017 · 9 years
Last commercial register change
December 17, 2024
Employees
1 to 10

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